|
1
|
Wells Fargo
San Francisco,
California
|
$6.91M
|
+$485K
|
+18,240
|
+8%
|
|
|
2
|
|
$6.3M
|
+$165K
|
+6,208
|
+3%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.06M
|
+$632K
|
+23,728
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.68M
|
-$3.72M
|
-139,655
|
-44%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$3.61M
|
+$220K
|
+8,266
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.08M
|
-$66.7K
|
-2,505
|
-2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$2.24M
|
+$280K
|
+10,521
|
+14%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.88M
|
-$559K
|
-21,000
|
-23%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.86M
|
+$1.33M
|
+49,998
|
+250%
|
|
|
10
|
Davenport & Co
Richmond,
Virginia
|
$1.83M
|
-$34.8K
|
-1,306
|
-2%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.82M
|
+$266
|
+10
|
+0%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
-$38.9K
|
-1,463
|
-2%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.36M
|
+$67K
|
+2,518
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.26M
|
+$3.99K
|
+150
|
+0.3%
|
|
|
15
|
Virtu KCG Holdings
New York
|
$1.03M
|
+$626K
|
+23,514
|
+154%
|
|
|
16
|
City National Bank
Beverly Hills,
Delaware
|
$919K
|
-$400K
|
-15,038
|
-30%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$763K
|
-$277K
|
-10,407
|
-27%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$567K
|
+$23.4K
|
+880
|
+4%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$551K
|
+$218K
|
+8,198
|
+65%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$548K
|
+$27
|
+1
|
+0%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$525K
|
+$221K
|
+8,305
|
+72%
|
|
|
22
|
|
$503K
|
-$433K
|
-16,282
|
-46%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$477K
|
-$62.7K
|
-2,355
|
-12%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$463K
|
–
|
–
|
–
|
|
|
25
|
Courier Capital
Buffalo,
New York
|
$437K
|
–
|
–
|
–
|
|
